⁠Quality Stocks
🇺🇸 NVidia $NVDA Q2 25 results

Revenue $30.0B
Q2 24 $13.5B +122% 🟢
Est. $28.8B beat 🟢

EPS $0.67
Q2 24 $0.25 +168% 🟢
Est. $0.61 beat 🟢

Q3 guidance
Revenue $32.5B (Est. $32.0B)

The stock is down 6% after hours - buy the rumor, sell the news https://t.co/nuOOvnM7yE
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⁠Quality Stocks
🇺🇸 Crowdstrike $CRWD Q2 25 results

Revenue $963M
Q2 24 $732M +31.5% 🟢
Est. $958M beat 🟢

EPS $0.19
Q2 24 $0.03 +533% 🟢
Est. $0.19 reached 🟠

$201M SBC vs $164M prior year +22%
This represents 74% of the FCF! https://t.co/wE8zCIESIp
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⁠Quality Stocks
🇺🇸 Salesforce $CRM Q2 25 results

Revenue $9.3B
Q2 24 $8.6B +8.4% 🟢
Est. $9.2B beat 🟢

EPS $1.47
Q2 24 $1.28 +14.8% 🟢
Est. $1.34 beat 🟢

Q3 25 guidance
Revenue $9.34B (est. $9.38B)

Maintained FY25 revenue guidance https://t.co/rtCL9sbYFZ
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⁠Quality Investing with Aria
For how long does this madness continue?

$NVDA's Data Center Revenue has climbed roughly 4bn per quarter, since Q2 2023 https://t.co/MvuVX6125A
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⁠Quality Stocks
📢🎯 Analyst Recommendation Changes

🇺🇸 Apple $AAPL $226
Tigress. Buy. $245 ▶️ $295 🟢

🇺🇸 Salesforce $CRM $258
RBC. Buy. $300 🟢

🇳🇱 Adyen $ADYEN 1,321€
Bernstein. Buy. 1,500€ 🟢

🇺🇸 Sentinel One $S $24
UBS. Buy. $27 ▶️ $30 🟢

🇩🇰 Novo Nordisk $NVO 902DKK
DB. Buy. 1,100DKK 🟢

🇺🇸Gitlab $GTLB $46
UBS. Buy. $68 ▶️ $62 🔴

🇨🇦 Lululemon $LULU $258
Wedbush. Buy. $400 ▶️ $324 🔴
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⁠Librarian Capital
Pernod Ricard $RI FY24

FY24 sales -1% organic (+1% ex. Russia), -4% in €
US -9% (sell-out -4%), China -10%, India +6%, TR +2%
H2 "sequential volume recovery ... in most markets"

PRO +1.5% organic, -7% in €
EPS -13% (€7.90) (16x P/E)

Q4 sales +3% organic, incl. Americas +5% https://t.co/y9IahnvZ5h
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⁠Hidden Value Gems
Another good drilling results from the third horizontal well at Arrow Exploration. The previous also two performing well.

The company is on track to generate over $50mn FCF next year, c 50% yield.

Current production at 5kb/d.

Net cash of $12mn.

$AXL.L https://t.co/58biajj0yx
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⁠Librarian Capital
"Foreign investors pull out of frothy Indian equity market" (FT)

"August ... net outflows of more than $1bn ... Year-to-date inflows stood at $2.6bn, well below the $22bn recorded last year"

Caution may be warranted on value of listed Indian subs. at $BATS, $ULVR, etc.

Foreign investors pull out of frothy Indian equity market https://t.co/pvuKTbp1or - Financial Times
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⁠Stock Analysis Compilation
Polen Capital on Medley $4480 JP

Thesis: Medley’s robust growth, fueled by demographic trends and international expansion, makes it a promising player in Japan’s medical services sector

(Extract from their Q2 letter) https://t.co/jD6wwZib40
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⁠Invest In Assets 📈
RT @InvestInAssets: Top European Quality Stocks 💎

Sweden 🇸🇪
- Evolution Gaming
- Atlas Copco
- Lifco

Italy 🇮🇹
- Luxottica
- Moncler
- Ferrari

Spain 🇪🇸
- Clinica Baviera
- Amadeus
- Inditex

Netherlands 🇳🇱
- Topicus
- Adyen
- ASML

Denmark 🇩🇰
- Novo Nordisk
- Coloplast
- DSV

What else?
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